Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Gulf Coast Bank & Trust Company
EIN 72-1167423bankingLatest filing 2025
Plans
3
Retirement
2
$238.6M assets
Health & Benefits
1
$1.4M premiums
Participants
3,037
200 ST CHARLES AVE - NEW ORLEANS, LA 701302903504-581-4561gulfbank.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $238.6M assets / 2,084 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$144.8M
- NATIONWIDE$93.8M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 919 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.4M
- Dental$1.3M
- Vision$1.3M
- Life$1.3M
- Short-term disability$1.3M
- Long-term disability$1.3M
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
GULF COAST BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$144.8M
Participants1,017
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN
401(k)
Assets$93.8M
Participants1,067
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
GULF COAST BANK AND TRUST COMPANY
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives919
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GULF COAST BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $144.8M | 1,017 | 2025 |
| #002 | GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN | 401(k) | $93.8M | 1,067 | 2025 |
- #001 · ESOP · 20251,017
- #002 · 401(k) · 20251,067
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | GULF COAST BANK AND TRUST COMPANY | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1.4M | 919 | 2025 |
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025919
Retirement plans
Health & Benefits plans